13F 机构持仓

Prestige Wealth Management Group LLC

FLEMINGTON NJ · SEC CIK 0001772715

2026Q22026Q1 更早 9 个季度 🔒
$5.09亿2026Q1 申报市值
1,123持仓数
51.6%前十大占比 · 第一大 10.4%
166 / 59新建仓 / 清仓
申报市值走势$5.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRW 10.4%
ICVT 5.9%
BND 5.9%
MBB 5.9%
AGGY 5.9%
AAPL 5.1%
QGRW 3.8%
XLC 3.7%
CL 2.5%
XLY 2.5%

2026Q1 买入最多 按季末市值估算

MBB 加仓+$2,984.19万
XLY 加仓+$1,243.73万
XLC 加仓+$1,186.62万
AGGY 加仓+$223.48万
IEF 加仓+$179.83万

2026Q1 卖出最多 按季末市值估算

USHY 减仓-$2,769.24万
XLP 减仓-$1,353.31万
XLF 减仓-$688.62万
LIN 减仓-$330.47万
IHI 减仓-$315.69万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
XBI SPDR SERIES TRUST $3.01万0.01%236 00.0% — 不变
WTAI WISDOMTREE TR $2.96万0.01%1,050 00.0% — 不变
KR KROGER CO $2.94万0.01%406 -168-29.3% -$1.22万 减仓
VOE VANGUARD INDEX FDS $2.93万0.01%159 -1-0.6% -$184 减仓
AJG GALLAGHER ARTHUR J & CO $2.90万0.01%134 -1-0.7% -$217 减仓
F FORD MTR CO $2.89万0.01%2,507 46022.5% $5,309 加仓
FDX FEDEX CORP $2.86万0.01%80 00.0% — 不变
VLY VALLEY NATL BANCORP $2.85万0.01%2,300 50027.8% $6,195 加仓
TER TERADYNE INC $2.85万0.01%96 00.0% — 不变
DAL DELTA AIR LINES INC $2.83万0.01%426 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $2.81万0.01%177 00.0% — 不变
SO SOUTHERN CO $2.76万0.01%286 3313.0% $3,185 加仓
ROST ROSS STORES INC $2.75万0.01%127 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $2.69万0.01%69 00.0% — 不变
MTDR MATADOR RES CO $2.69万0.01%426 -340-44.4% -$2.15万 减仓
IBB ISHARES TR $2.68万0.01%159 00.0% — 不变
TGT TARGET CORP $2.67万0.01%220 -60-21.4% -$7,272 减仓
PH PARKER-HANNIFIN CORP $2.51万0.00%28 -4-12.5% -$3,581 减仓
EWY ISHARES INC $2.46万0.00%200 200— $2.46万 新建仓
— SILVERCREST ASSET MGMT GROUP $2.42万0.00%1,800 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $2.41万0.00%210 00.0% — 不变
AZO AUTOZONE INC $2.36万0.00%7 00.0% — 不变
NUE NUCOR CORP $2.31万0.00%136 -3,096-95.8% -$52.53万 减仓
TD TORONTO DOMINION BK ONT $2.28万0.00%244 00.0% — 不变
ADBE ADOBE INC $2.26万0.00%93 -16-14.7% -$3,889 减仓
OTIS OTIS WORLDWIDE CORP $2.26万0.00%293 -29-9.0% -$2,235 减仓
AEE AMEREN CORP $2.23万0.00%203 00.0% — 不变
RYN RAYONIER INC $2.22万0.00%1,079 752230.0% $1.55万 加仓
NKE NIKE INC $2.19万0.00%411 -332-44.7% -$1.77万 减仓
AME AMETEK INC $2.14万0.00%100 -18-15.3% -$3,858 减仓
ECL ECOLAB INC $2.11万0.00%79 -4,015-98.1% -$107.10万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $2.08万0.00%300 -2-0.7% -$139 减仓
CLX CLOROX CO DEL $2.07万0.00%200 200— $2.07万 新建仓
COF CAPITAL ONE FINL CORP $2.06万0.00%113 3850.7% $6,932 加仓
MRVL MARVELL TECHNOLOGY INC $1.98万0.00%200 4025.0% $3,962 加仓
WMB WILLIAMS COS INC $1.98万0.00%272 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1.95万0.00%130 00.0% — 不变
SCHW SCHWAB CHARLES CORP $1.93万0.00%205 3117.8% $2,914 加仓
HPQ HP INC $1.91万0.00%981 -313-24.2% -$6,107 减仓
NVG NUVEEN AMT FREE MUN CR INC F $1.91万0.00%1,540 -2,848-64.9% -$3.53万 减仓
ALC ALCON AG $1.89万0.00%251 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $1.86万0.00%66 00.0% — 不变
SHEL SHELL PLC $1.86万0.00%200 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $1.85万0.00%771 00.0% — 不变
PWR QUANTA SVCS INC $1.76万0.00%32 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $1.75万0.00%1,843 00.0% — 不变
NRG NRG ENERGY INC $1.72万0.00%118 -110-48.2% -$1.61万 减仓
CHD CHURCH & DWIGHT CO INC $1.72万0.00%184 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.72万0.00%263 -391-59.8% -$2.55万 减仓
UITB VICTORY PORTFOLIOS II $1.71万0.00%364 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $1.71万0.00%45 00.0% — 不变
WWD WOODWARD INC $1.68万0.00%47 00.0% — 不变
AON AON PLC $1.68万0.00%52 -75-59.1% -$2.42万 减仓
TFC TRUIST FINL CORP $1.67万0.00%364 00.0% — 不变
PAYX PAYCHEX INC $1.67万0.00%181 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $1.67万0.00%197 42.1% $339 加仓
BIDU BAIDU INC $1.65万0.00%148 00.0% — 不变
CAH CARDINAL HEALTH INC $1.65万0.00%78 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1.64万0.00%125 -59-32.1% -$7,734 减仓
WAT WATERS CORP $1.64万0.00%55 35.8% $893 加仓
HSY HERSHEY CO $1.62万0.00%78 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1.61万0.00%111 00.0% — 不变
RGLD ROYAL GOLD INC $1.60万0.00%63 1531.2% $3,817 加仓
TSN TYSON FOODS INC $1.60万0.00%250 00.0% — 不变
VOT VANGUARD INDEX FDS $1.60万0.00%62 -6-8.8% -$1,544 减仓
USMV ISHARES TR $1.60万0.00%172 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $1.59万0.00%27 -867-97.0% -$51.04万 减仓
WCN WASTE CONNECTIONS INC $1.58万0.00%97 00.0% — 不变
YUM YUM BRANDS INC $1.57万0.00%101 -35-25.7% -$5,442 减仓
EBAY EBAY INC. $1.55万0.00%170 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $1.52万0.00%347 30.9% $131 加仓
FTNT FORTINET INC $1.52万0.00%186 2414.8% $1,961 加仓
CW CURTISS WRIGHT CORP $1.50万0.00%22 00.0% — 不变
KMI KINDER MORGAN INC DEL $1.48万0.00%441 00.0% — 不变
CSL CARLISLE COS INC $1.47万0.00%44 12.3% $334 加仓
AMP AMERIPRISE FINL INC $1.42万0.00%32 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $1.42万0.00%800 00.0% — 不变
FAST FASTENAL CO $1.42万0.00%306 00.0% — 不变
WRB BERKLEY W R CORP $1.42万0.00%214 -127-37.2% -$8,418 减仓
FROG JFROG LTD $1.41万0.00%300 300— $1.41万 新建仓
GNRC GENERAC HLDGS INC $1.41万0.00%72 -1-1.4% -$195 减仓
— ELECTRONIC ARTS INC $1.39万0.00%68 -9-11.7% -$1,835 减仓
CRH CRH PLC $1.38万0.00%100 100— $1.38万 新建仓
— DUPONT DE NEMOURS INC $1.34万0.00%293 -5,910-95.3% -$27.07万 减仓
UPS UNITED PARCEL SVCS INC $1.33万0.00%135 -31-18.7% -$3,050 减仓
D DOMINION ENERGY INC $1.32万0.00%214 00.0% — 不变
CINF CINCINNATI FINL CORP $1.31万0.00%83 -61-42.4% -$9,656 减仓
ROP ROPER TECHNOLOGIES INC $1.31万0.00%37 00.0% — 不变
MTB M & T BK CORP $1.30万0.00%63 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P $1.29万0.00%200 00.0% — 不变
XLB SELECT SECTOR SPDR TR $1.29万0.00%258 -4,706-94.8% -$23.52万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $1.28万0.00%355 00.0% — 不变
USB US BANCORP $1.28万0.00%243 -7-2.8% -$368 减仓
PANW PALO ALTO NETWORKS INC $1.27万0.00%79 00.0% — 不变
OGN ORGANON & CO $1.26万0.00%2,103 -3-0.1% -$18 减仓
INCY INCYTE CORP $1.24万0.00%132 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $1.22万0.00%577 81.4% $169 加仓
HOS HELIX ENERGY SOLUTIONS GRP I $1.22万0.00%1,234 00.0% — 不变
UMAC UNUSUAL MACHS INC $1.21万0.00%979 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $1.21万0.00%360 00.0% — 不变